Summer 2024
- 09 Aug 2024
- 6 Minutes to read
- Print
- DarkLight
Summer 2024
- Updated on 09 Aug 2024
- 6 Minutes to read
- Print
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
Use these resources to learn about new and enhanced features in Zilliant's Summer 2024 release.
Release milestones
The following table lists key release milestones for the Summer 2024 release. For the complete schedule of release and patch availability, view the release schedule.
| Date | Milestone | Availability |
|---|---|---|
| July 27 | Live in pre-production | 6:00 PM UTC+8 |
| August 10 | Live in production | 6:00 PM UTC+8 |
In this release
Learn more about top new features and enhancements in this release:
- Zilliant AI CPQ Assistant (Beta release)
- Next-Gen UI (Alpha release)
- Revenue Intelligence in CPQ
- Dimensions information for improved quote accuracy
- Excel template download options
- Improved product matching
- Hide groups and sub-groups directly
- Relaxed validation rules for KB upload and download
- Attribute range thumbnails in quote proposal PDFs
- Automatic updates for manual price changes
- Add multiple price records in lookup tables
- New Groovy methods at the quote header level
- Send email notifications from Groovy
Zilliant AI CPQ Assistant (Beta)
Introducing Zilliant AI CPQ Assistant! This pre-release version embeds smart chat capabilities directly in the CPQ sales user workflow. Engage CPQ Assistant to:
Evaluate products. From provided feature specifications and documentation, CPQ Assistant facilitates decisions with product summaries, comparisons, and suggestions.
Generate recommendations. By analyzing inquiries to understand context and requirements, CPQ Assistant offers swift and relevant product recommendations.
Using CPQ Assistant, you can quickly retrieve product information and provide precise, verified answers to customer questions.
CPQ Assistant is available to Zilliant CPQ customers by request. Contact your Zilliant representative for details.
Learn more
CPQ | Next-Gen UI (Alpha)
We are excited to announce the Alpha release of our enhanced UI experience, featuring a revamped version of our UI framework and an upgraded Quote Line-Items view. This release marks the initial phase of our efforts to provide users with a more flexible, visually refreshing, and efficient interface.
Highlights
Revamped UI framework and customization. Our new UI framework offers increased customization options, empowering administrators to tailor the CPQ UI to their specific requirements from the outset.
Improved Quote Line-Items view and performance. Experience a faster, more visually appealing UI with the revamped Quote Line-Items view. Users will notice improvements in speed and responsiveness, setting the stage for an optimized user experience.
As an Alpha release, this version of the enhanced UI experience and revamped Quote Line-Items view is intended for early testing and feedback. Users may encounter bugs or limitations. Some features may be incomplete or change in future releases.
Your feedback is important to us as we continue to refine and improve our products. As you explore this Alpha release, we encourage you to share your experience and suggest enhancements.
Revenue Intelligence in CPQ
Access Zilliant’s best-in-class revenue intelligence capabilities in Zilliant CPQ. With this integration, Zilliant CPQ presents product-based sales actions and recommendations directly in the sales and commerce workflows.
Take advantage of specific action types to identify:
- Cross-sell opportunities
- Targeted sales actions
- Win-back opportunities
Zilliant CPQ presents these action types directly to sales reps in CPQ, and to your customers as recommended products in the Commerce portal.
Learn more
CPQ | Dimensions information for improved quote accuracy
More robust product pages capture essential product dimensions and synchronize unit data with your ERP system. This enhancement supports:
- Streamlined operations. Easily input and manage product dimensions from the Product Detail page.
- Improved data accuracy. Use detailed weight and volume metrics to accurately calculate freight charges for quotes.
- Customization. Use UI profile options to tailor the user interface to match your business requirements.
- Efficient data management. Integrate with your ERP to handle bulk update and downloads, with support for new fields in Excel templates.
Learn more
CPQ | Excel template download options
You can now download a subset of data into the Excel template. This enhancement improves speed and performance, particularly when working with large datasets, by allowing you to download filtered or selected data. New options augment previously available options to download all data or an empty template.
Learn more
CPQ | Improved product matching
New product search capabilities enable you to input specific product characteristics to instantly retrieve matching product variants. This update streamlines search tasks with intuitive API and Groovy integration, and validated characteristic inputs.
Learn more
CPQ | Hide groups and sub-groups directly
You can now directly hide groups and sub-groups in the Configurator view from UI profile settings. The previous method required you to hide groups and sub-groups by individually hiding their attributes. The new process significantly reduces the time needed to perform this task.
Learn more
Hide product groups and sub-groups from the UI Profile
CPQ | Relaxed validation rules for KB upload and download
You can now upload and download a knowledge base (KB) with an empty Bill of Materials (BoM) field. Previously, the system enforced strict validation rules and responded with a validation error during KB upload and download operations.
CPQ | Attribute range thumbnails in quote proposal PDFs
You can now include Attribute Range image thumbnails in your quote proposal PDFs. Previously, you could include only images stored at the Product level. This enhancement enriches visual presentation by allowing you to showcase product attributes and options.
Learn more
CPQ | Automatic updates for manual price changes
To streamline efficiency and reduce potential errors, the system now automatically recalculates prices when you update a price item. Previously you were required to select the Update price item button after making a change.
CPQ | Add multiple price records in lookup tables
You can now add multiple price records in a lookup table for the same product, for example, a separate price for a single product and for a box. This enhancement streamlines your work with quotes by allowing you to automatically load prices in different currencies and for different units of measure without additional manual input in a quote.
Learn more
CPQ | New Groovy methods at the quote header level
To align methods availability at the quote header level and the line item level, we added new Groovy methods to the SalesItemTree class that represents the quote header. This enhancement allows the system to manage various pricing conditions such as taxes and discounts more effectively at the quote header level.
The following table lists Groovy methods that we added to the SalesItemTree class 
:
| Method signature | Return |
|---|---|
| deletePriceItem(final PriceItemData priceItem) | SalesItemsTree |
| getPriceItemByUri(final String uri) | PriceItemData |
| updatePriceItemBaseAmount(final String priceItemURI, final BigDecimal baseAmount) | SalesItemsTree |
| updatePriceItemBaseCurrency(final String priceItemURI, final String baseCurrencyUri) | SalesItemsTree |
| updatePriceItemBaseQuantity(final String priceItemURI, final BigDecimal baseQuantity) | SalesItemsTree |
| updatePriceItemBaseUnitUoM(final String priceItemURI, final String baseUnitUoMUri, final String baseUnitUoMName) | SalesItemsTree |
| updatePriceItemConditionIsInactive(final String priceItemURI, final boolean conditionIsInactive) | SalesItemsTree |
| updatePriceItemJustification(final String priceItemURI, final String uri) | SalesItemsTree |
| updatePriceItemSequence(final String priceItemURI, final int sequenceID) | SalesItemsTree |
| updatePriceItemTargetAmount(final String priceItemURI, final BigDecimal targetAmount) | SalesItemsTree |
| updatePriceItemTargetCurrency(final String priceItemURI, final String targetCurrencyUri) | SalesItemsTree |
| addNewPriceItem(final PriceItemData priceItemData) | SalesItemsTree |
| addAttachmentFile(final InputStream attachmentStream, final String fileName, final long fileSize, final String attachmentType) | void |
Learn more
CPQ | Send email notifications from Groovy
Zilliant CPQ now enables users to send email notifications based on a specific business case. For example, if a quote's net value exceeds a particular amount, they can send a custom email notification to the relevant manager.
By running a Groovy script, they can tailor that notification to include the quote's details, a link to access that quote, and any additional attachments.
Learn more
Was this article helpful?
